Tax planning, before the year ends
Considered, forward-looking advice before 30 June — structures, timing and the decisions that shape your tax position, explained in plain English.
- Registered tax agent · TPB 24812228
- Online Australia-wide & Avalon Beach
Indicative fee
From$180
per session
Fixed quote after a free 15-minute call, handled by Jan personally.
Book a free intro callOverview
Most tax outcomes are decided well before a return is prepared: by when income is received, how assets are held, which expenses fall into which year and how a business is structured. Once 30 June passes, many of those choices are gone.
A planning session with Jan looks ahead. He reviews where your year is tracking, models the options that matter for your situation and gives you a clear written summary of what to do and when. It's about making informed, legitimate choices, never aggressive schemes.
Who it's for
Business owners, investors and anyone facing a big financial decision
- Business owners heading for a strong year
- Investors planning to sell property, shares or crypto
- Families using companies or trusts
- Anyone facing a big decision, such as a restructure or a move overseas
- Anyone whose last tax bill came as a surprise
Tax planning & advice
What's included
Handled personally by Jan and covered by the fixed quote you'll receive before any work begins.
Year-to-date review
Where your income and tax are tracking, with a projection to 30 June.
Options modelled
The timing of income and deductions, asset purchases, distributions and other choices, compared side by side.
Structure check
Whether your current structure still fits: sole trader, partnership, company or trust.
Law changes explained
What recent and announced changes could mean for you, and when to act on them.
A written summary
Recommendations and next steps set out clearly, ready to act on or share with your bookkeeper.
Dated next steps
A short list of what to do and by when, so nothing slips past 30 June.
Jan Jansen
Registered Tax Agent · TPB 24812228
The difference
Why work with Jan
A registered tax agent and former Tax Manager, now running his own practice so every client deals with him directly.
Legitimate, not aggressive
Planning that stands up to scrutiny. No schemes and no grey areas.
Explained in plain English
You'll understand the reasoning behind each recommendation, not just the recommendation.
Joined-up advice
Your personal, business and investment positions are considered together.
A fixed fee per session
Agreed upfront, with the written summary included.
Before you start
What to have ready
Don't worry if you can't lay your hands on everything. After your intro call, Jan sends a tailored checklist, so you only gather what's actually needed.
Your checklist
6 items
- Your latest tax returns and notices of assessment
- A year-to-date profit and loss, or access to your bookkeeping
- Details of any planned asset sales or purchases
- Investment, property and loan statements
- Your trust deed or company details, if you have them
- A list of the questions or decisions on your mind
How it works
Four steps, no surprises
From your first enquiry to lodgment, you'll always know what happens next and what it will cost.
- 01
Enquire
Send a short enquiry online. A sentence or two about your situation is plenty.
- 02
Free intro call
A relaxed 15-minute call by phone or video with Jan to understand what you need. No obligation.
- 03
Fixed-fee quote
You receive a clear, written quote before any work begins. No surprise invoices.
- 04
Prepared, reviewed, lodged
Jan prepares everything, walks you through it, then lodges and keeps you updated.
Questions
Your questions, answered
Can't see yours? Browse all FAQs or ask Jan directly.
When is the best time for tax planning?
Ideally in the last quarter of the financial year, from April to early June, when there's enough information to see how the year is tracking and still time to act before 30 June. Bigger decisions, such as selling an asset or changing structure, are best discussed well before they happen.
What can a planning session cover?
Common topics include the timing of income and deductions, buying business assets, trust distributions, whether to sell an asset this year or next, the tax impact of a new venture and whether your structure still suits you. Jan provides tax advice only; he doesn't give financial product or investment advice.
Should I sell an asset before the capital gains tax changes?
Not necessarily. From 1 July 2027 the 50% CGT discount is being replaced by cost base indexation with a minimum tax on net capital gains, but the new rules apply only to gains arising from that date. Gains arising before then keep the existing discount. Whether to sell, and when, depends on your whole situation, so Jan can model it with you before you decide.
Is tax planning only for businesses?
No. Employees with investments, people selling property or shares, and families deciding how to hold new assets can all benefit from thinking ahead. Each session is tailored to your situation.
Will I get something in writing?
Yes. Every planning session ends with a written summary of what was discussed, the options considered and the recommended next steps, so you can act with confidence or share it with your bookkeeper or financial adviser.
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Further reading
All insights
Tax planning & advice
Talk it through with Jan.
Tell Jan a little about your situation and he'll come back to you within one business day to arrange a free 15-minute intro call. No obligation, no hard sell.
Based in Avalon Beach · Online Australia-wide, in person on the Northern Beaches by arrangement